Capital Fund Management S.A. Buys 39,214 Shares of Rockwell Automation, Inc. $ROK

Capital Fund Management S.A. lifted its position in Rockwell Automation, Inc. (NYSE:ROK) by 141.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,931 shares of the industrial products company’s stock after buying an additional 39,214 shares during the quarter. Capital Fund Management S.A.’s holdings in Rockwell Automation were worth $23,394,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of ROK. Thurston Springer Miller Herd & Titak Inc. grew its stake in Rockwell Automation by 468.8% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 75 shares in the last quarter. Rexford Capital Inc. purchased a new stake in Rockwell Automation in the 2nd quarter worth approximately $33,000. Ameriflex Group Inc. boosted its holdings in Rockwell Automation by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 50 shares during the period. SBI Securities Co. Ltd. boosted its holdings in Rockwell Automation by 48.7% in the 2nd quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock valued at $39,000 after purchasing an additional 38 shares during the period. Finally, Financial Gravity Companies Inc. purchased a new position in shares of Rockwell Automation during the 2nd quarter valued at $40,000. 75.75% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. Robert W. Baird set a $430.00 price objective on Rockwell Automation in a research report on Friday, February 6th. JPMorgan Chase & Co. boosted their target price on Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Wells Fargo & Company upped their target price on Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. KeyCorp reaffirmed an “overweight” rating and issued a $470.00 price target on shares of Rockwell Automation in a report on Friday, February 6th. Finally, Stephens lifted their price target on Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a research report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $418.33.

Insider Activity

In related news, SVP Rebecca W. House sold 12,100 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the completion of the sale, the senior vice president directly owned 12,200 shares in the company, valued at $4,932,094. This represents a 49.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Tessa M. Myers sold 1,985 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total value of $812,599.45. Following the transaction, the senior vice president owned 4,036 shares in the company, valued at approximately $1,652,217.32. The trade was a 32.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 49,228 shares of company stock valued at $19,992,391. Company insiders own 0.76% of the company’s stock.

Rockwell Automation Trading Down 0.3%

ROK stock opened at $372.96 on Thursday. The company has a market capitalization of $41.90 billion, a PE ratio of 42.67, a price-to-earnings-growth ratio of 2.67 and a beta of 1.53. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. Rockwell Automation, Inc. has a one year low of $215.00 and a one year high of $438.72. The company’s 50 day moving average price is $405.32 and its two-hundred day moving average price is $380.54.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.46 by $0.29. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company had revenue of $2.11 billion during the quarter, compared to analysts’ expectations of $2.08 billion. During the same quarter in the prior year, the company earned $1.83 EPS. The firm’s revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd were paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is 63.16%.

Rockwell Automation Profile

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.